AKE 0.00% $9.83 allkem limited

Good to get confirmation that the resource at SG has good...

  1. 1,694 Posts.
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    Good to get confirmation that the resource at SG has good chemistry with low sulphate levels & should have high recoverability. However it looks like it will be a disappointingly small resource - it appears that the resource may not extend below the shallow area reported as perhaps previously hoped for. I wonder whether this has impacted the time lag in releasing this to market? 250k T Li is a nice addition to Olaroz but not much else. We are still waiting (for what seems like an eternity now) for Jujuy approvals and patience is starting to wear thin. I think this stock needs to deliver by the end of 2012.
 
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